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Private equity groups spend $42bn buying companies from themselves

Value of ‘continuation fund’ deals rises 180% since 2019 as competition for new targets threatens to curb returns

Private equity groups this year struck $42bn worth of deals in which they sold portfolio companies to their own funds, a sharp increase over 2020 in a once-niche type of transaction that can generate handsome payouts to executives.

The deals, known as “continuation fund” sales, involve a buyout group selling a company it has owned for several years to a new fund it has more recently raised. That allows it to return cash to earlier investors within the agreed timeframe, while keeping hold of a company that either has potential to grow or is proving difficult to sell.

Many buyout groups turned to such deals for the first time in the early days of the coronavirus pandemic, when a freeze in dealmaking and stock market listings left them with few other exit routes, and have since ramped up their use.

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